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iShares S&P 500 Value ETF
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Overview Fund Activity

888 hedge funds and large institutions have $13.5B invested in iShares S&P 500 Value ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 291 increasing their positions, 269 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+124
Holders Change %
+16.23%
% of All Funds
15.76%
Holding in Top 10
71
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+26.79%
% of All Funds
1.26%
New
166
Increased
291
Reduced
269
Closed
27
Calls
$13.6M
Puts
$2.8M
Net Calls
+$10.8M
Net Calls Change
+$5.78M

Top Buyers

1
AC
Allstate Corporation
Illinois
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$97.7M
3
Morgan Stanley
Morgan Stanley
New York
+$58.1M
4
Bank of America
Bank of America
North Carolina
+$33.2M
5
Wells Fargo
Wells Fargo
California
+$30.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$67.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$53.8M
3
AIP
Ameritas Investment Partners
Nebraska
-$23.7M
4
CCFM
Clear Creek Financial Management
Washington
-$21.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
251
Pinnacle Bancorp
Nebraska
$3.33M -$14.5K -113 -0.4%
WANY
252
Wealthspire Advisors (New York)
New York
$3.26M +$2.71M +21,164 +497%
CS
253
Credit Suisse
Switzerland
$3.21M +$840K +6,562 +36%
KFAA
254
Klaas Financial Asset Advisors
Illinois
$3.16M +$3.16M +24,660 New
QCM
255
Quest Capital Management
Texas
$3.12M +$15.9K +124 +0.5%
EWM
256
Evercore Wealth Management
New York
$3.11M +$124K +972 +4%
BAM
257
Belpointe Asset Management
Nevada
$3.09M +$47.4K +370 +2%
IWAG
258
Integer Wealth Advisors Group
Georgia
$3.08M +$1.68M +12,935 +120%
PP
259
Paloma Partners
Connecticut
$3.07M -$961K -7,505 -24%
BRWA
260
B. Riley Wealth Advisors
Florida
$3.06M -$1.62M -12,630 -35%
FHC
261
First Heartland Consultants
Missouri
$3.05M -$17.9K -140 -0.6%
CFB
262
Cullen/Frost Bankers
Texas
$3.02M +$2.98M +23,281 +6,827%
ELC
263
Edgar Lomax Company
Virginia
$3.01M – – –
PP
264
Palladium Partners
Virginia
$3.01M -$59.3K -463 -2%
BOS
265
Bingham Osborn & Scarborough
California
$2.91M +$439K +3,427 +18%
VPIM
266
Vanguard Personalized Indexing Management
California
$2.89M +$192K +1,498 +7%
FNBT
267
FineMark National Bank & Trust
Florida
$2.86M +$50.2K +392 +2%
NEWAS
268
N.E.W. Advisory Services
Wisconsin
$2.81M +$2.81M +21,913 New
TWM
269
Tolleson Wealth Management
Texas
$2.78M – – –
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$2.75M -$1.36M -10,650 -33%
MA
271
Mutual Advisors
Nebraska
$2.74M -$133K -1,042 -5%
FCBT
272
First Citizens Bank & Trust
North Carolina
$2.73M +$360K +2,813 +15%
PA
273
Procyon Advisors
Connecticut
$2.71M +$290K +2,266 +12%
SCM
274
Stordahl Capital Management
Colorado
$2.7M +$16.1K +126 +0.6%
WQ
275
Wealth Quarterback
New Jersey
$2.69M +$166K +1,296 +7%
9 10
11
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